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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Judith Williams who wrote (48768)	11/9/2001 5:10:54 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

Judith, << It was SSB's comments, not USB. >> Aha. No wonder I didn't see it. Had to take one of my favorite Eurobashers off ignore to get at it. Always like to hear what those 2 SSB wing nuts (T.C. Jr & Karen O.) have to offer. Always liked SSB wireless research but I sure wish Cena hadn't turned things over to them. Must say though, Qualcomm has em drinking out of the company cooler. I did find these excerpts interesting: NOK chip agreement unlikely anytime soon since it would essentially negatively re-price chip revs (given NOK's desire for steep price discount) in an envir where QCOM's market share is increasing with the move to 1X ... and: We also would not hold our breath for a chip agreement with Nokia anytime soon as we believe this would actually be less beneficial for QUALCOMM in the current environment. We feel QUALCOMM would actually be re-pricing (to the downside) a portion of its chip shipments if it were to strike a deal with Nokia. With Nokia's size it is certain to demand very favorable pricing for chipsets from QUALCOMM (a much steeper discount from current average ASP levels) and given QUALCOMM's increasing chip market share (especially as the market moves to 1X), we feel it is more beneficial for QUALCOMM to maintain its current customer list for chips. We do not expect Nokia's chip share to increase throughout 2002 as Nokia, in our opinion, is unlikely to have a commercial 1x handset until 2H02 (at the earliest). We'll see what Nokia has to say on that at their Capital Markets Day on Noveber 27th in NYC. << the transition to color may be faster than seems logical now--despite the wrinkles involved. >> ... and they did say "70% of 1X phones in 2002* will have color screens"* which I will believe when I see it. - Eric -